SoFi Technologies (SOFI) Institutional Ownership

$8.05

-0.14 (-1.71%)

(As of 09/20/2024 ET)

Current Institutional Ownership Percentage: 38.43%
Number of Institutional Buyers (last 12 months): 301
Total Institutional Inflows (last 12 months): $748.40M

Number of Institutional Sellers (last 12 months): 112
Total Institutional Outflows (last 12 months): $76.00M

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SOFI Institutional Buying and Selling by Quarter

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SoFi Technologies Major Shareholders & Ownership History

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Reporting Date	Major Shareholder Name	Shares Held	Market Value	% of Portfolio	Quarterly Change in Shares	Ownership in Company
9/11/2024	Newbridge Financial Services Group Inc.	109,000	$720K	0.3%	-62.3%	0.010%
9/5/2024	Sanctuary Advisors LLC	110,602	$731K	0.0%	N/A	0.010%
8/22/2024	Aldebaran Financial Inc.	39,600	$262K	0.4%	-7.4%	0.004%
8/21/2024	Truist Financial Corp	137,556	$909K	0.0%	-8.1%	0.013%
8/19/2024	EP Wealth Advisors LLC	382,844	$2.53M	0.0%	+1.6%	0.036%
8/19/2024	B. Riley Wealth Advisors Inc.	108,943	$720K	0.0%	-14.3%	0.010%
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8/16/2024	Quarry LP	12,694	$84K	0.0%	N/A	0.001%
8/16/2024	Second Line Capital LLC	244,446	$1.62M	0.5%	+1.3%	0.023%
8/16/2024	Northwestern Mutual Wealth Management Co.	294,711	$1.95M	0.0%	+64.3%	0.028%
8/16/2024	NewEdge Advisors LLC	422,199	$2.79M	0.0%	+32.3%	0.040%
8/16/2024	Creative Planning	152,348	$1.01M	0.0%	-2.0%	0.014%
8/16/2024	Algert Global LLC	286,786	$1.90M	0.1%	+28.2%	0.027%
8/16/2024	Texas Capital Bank Wealth Management Services Inc	100,000	$661K	0.1%	+233.3%	0.009%
8/15/2024	The Manufacturers Life Insurance Company	263,826	$1.74M	0.0%	+12.9%	0.025%
8/15/2024	Mark Asset Management LP	340,654	$2.25M	0.2%	+79.9%	0.032%
8/15/2024	AQR Capital Management LLC	115,186	$756K	0.0%	+58.8%	0.011%
8/14/2024	Insigneo Advisory Services LLC	15,602	$102K	0.0%	+27.3%	0.001%
8/14/2024	Marshall Wace LLP	6,357,887	$42.03M	0.1%	+130.0%	0.601%
8/14/2024	Xponance Inc.	52,795	$349K	0.0%	+53.0%	0.005%
8/13/2024	Ensign Peak Advisors Inc	759,158	$5.02M	0.0%	+8.7%	0.072%
8/13/2024	Westwood Holdings Group Inc.	10,646	$70K	0.0%	N/A	0.001%
8/13/2024	Summit Trail Advisors LLC	279,609	$1.85M	0.0%	+7.6%	0.026%
8/13/2024	Sei Investments Co.	38,976	$258K	0.0%	+8.8%	0.004%
8/13/2024	AE Wealth Management LLC	19,600	$130K	0.0%	+12.5%	0.002%
8/13/2024	Public Employees Retirement Association of Colorado	102,103	$675K	0.0%	+33.4%	0.010%
8/13/2024	Benjamin F. Edwards & Company Inc.	88,580	$585K	0.0%	+4,252.8%	0.008%
8/12/2024	Brighton Jones LLC	723,985	$4.79M	0.2%	+1.3%	0.068%
8/12/2024	Richmond Brothers Inc.	10,083	$67K	0.1%	N/A	0.001%
8/12/2024	Concorde Asset Management LLC	18,874	$125K	0.1%	-14.5%	0.002%
8/12/2024	Hsbc Holdings PLC	719,243	$4.72M	0.0%	+337.6%	0.068%
8/12/2024	Amalgamated Bank	58,529	$387K	0.0%	+10.7%	0.006%
8/12/2024	Mercer Global Advisors Inc. ADV	70,401	$465K	0.0%	+7.1%	0.007%
8/10/2024	Perennial Investment Advisors LLC	89,926	$594K	0.1%	+9.6%	0.009%
8/9/2024	Edgestream Partners L.P.	260,138	$1.72M	0.1%	N/A	0.025%
8/9/2024	Moors & Cabot Inc.	767,665	$5.07M	0.3%	-2.0%	0.073%
8/9/2024	Citizens Financial Group Inc. RI	170,132	$1.13M	0.0%	N/A	0.016%
8/9/2024	Dimensional Fund Advisors LP	13,083,606	$86.48M	0.0%	+263.3%	1.238%
8/8/2024	Oppenheimer & Co. Inc.	246,803	$1.63M	0.0%	+7.4%	0.023%
8/8/2024	American Century Companies Inc.	262,271	$1.73M	0.0%	-34.2%	0.025%
8/8/2024	State of New Jersey Common Pension Fund D	392,811	$2.60M	0.0%	-26.1%	0.037%
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8/8/2024	VitalStone Financial LLC	68,247	$451K	0.3%	+12.4%	0.006%
8/7/2024	Choreo LLC	15,750	$101K	0.0%	N/A	0.001%
8/7/2024	PFG Investments LLC	82,397	$545K	0.0%	+32.4%	0.008%
8/6/2024	Oak Thistle LLC	41,894	$277K	0.2%	N/A	0.004%
8/6/2024	Caprock Group LLC	738,309	$4.88M	0.2%	-1.3%	0.070%
8/6/2024	Strategic Financial Concepts LLC	10,047	$66K	0.0%	N/A	0.001%
8/6/2024	Los Angeles Capital Management LLC	10,293	$68K	0.0%	N/A	0.001%
8/5/2024	Hourglass Capital LLC	111,000	$734K	0.2%	N/A	0.010%
8/5/2024	Arizona State Retirement System	280,982	$1.86M	0.0%	+12.3%	0.027%
8/5/2024	Victory Capital Management Inc.	127,342	$842K	0.0%	+6.9%	0.012%
8/3/2024	Hudock Inc.	92,630	$612K	0.1%	N/A	0.009%
8/2/2024	Pursue Wealth Partners LLC	64,358	$425K	0.2%	-50.0%	0.006%
8/2/2024	Founders Financial Securities LLC	27,060	$179K	0.0%	+8.0%	0.003%
8/1/2024	Rhumbline Advisers	979,183	$6.47M	0.0%	+5.7%	0.093%
8/1/2024	CIBC Asset Management Inc	27,447	$181K	0.0%	+29.6%	0.003%
7/31/2024	Aptus Capital Advisors LLC	258,565	$1.71M	0.0%	+3.1%	0.024%
7/31/2024	Mizuho Markets Americas LLC	3,045,737	$20.13M	0.5%	+403.4%	0.288%
7/31/2024	Advisors Management Group Inc. ADV	10,651	$70K	0.0%	N/A	0.001%
7/31/2024	Spire Wealth Management	68,787	$455K	0.0%	-59.9%	0.007%
7/31/2024	Van ECK Associates Corp	252,538	$1.67M	0.0%	-12.4%	0.024%
7/31/2024	Cutter & CO Brokerage Inc.	14,000	$93K	0.0%	N/A	0.001%
7/31/2024	Banque Cantonale Vaudoise	11,000	$73K	0.0%	-24.1%	0.001%
7/31/2024	Commonwealth Equity Services LLC	618,955	$4.09M	0.0%	+1.7%	0.059%
7/31/2024	Baltimore Washington Financial Advisors Inc.	504,963	$3.34M	0.2%	+10.0%	0.048%
7/31/2024	Concurrent Investment Advisors LLC	89,416	$591K	0.0%	+32.7%	0.008%
7/30/2024	Jaffetilchin Investment Partners LLC	36,258	$240K	0.0%	-11.0%	0.003%
7/30/2024	Matisse Capital	87,038	$575K	0.3%	-2.9%	0.008%
7/30/2024	Forum Financial Management LP	35,717	$236K	0.0%	+45.4%	0.003%
7/30/2024	International Assets Investment Management LLC	27,525	$182K	0.0%	+14.1%	0.003%
7/30/2024	Signaturefd LLC	30,403	$201K	0.0%	-15.3%	0.003%
7/29/2024	Principal Financial Group Inc.	78,729	$520K	0.0%	-2.4%	0.007%
7/29/2024	IQ EQ FUND MANAGEMENT IRELAND Ltd	10,382	$69K	0.0%	N/A	0.001%
7/29/2024	Zurcher Kantonalbank Zurich Cantonalbank	222,899	$1.47M	0.0%	+15.3%	0.021%
7/29/2024	Axim Planning & Wealth	36,758	$243K	0.3%	+31.3%	0.003%
7/29/2024	Arkadios Wealth Advisors	54,226	$358K	0.0%	+9.2%	0.005%
7/26/2024	Harbour Investments Inc.	59,114	$391K	0.0%	-11.2%	0.006%
7/26/2024	Patriot Financial Group Insurance Agency LLC	10,735	$71K	0.0%	N/A	0.001%
7/26/2024	Cambridge Investment Research Advisors Inc.	260,498	$1.72M	0.0%	+7.2%	0.025%
7/26/2024	Atomi Financial Group Inc.	50,693	$335K	0.0%	+12.1%	0.005%
7/26/2024	ARK Investment Management LLC	14,535,772	$96.08M	0.9%	-10.4%	1.375%
7/26/2024	Allspring Global Investments Holdings LLC	4,333	$29K	0.0%	+55.3%	0.000%
7/26/2024	State of Michigan Retirement System	1,500,000	$9.92M	0.1%	+50.0%	0.142%
7/26/2024	Pegasus Asset Management Inc.	111,344	$736K	0.3%	+9.2%	0.011%
7/26/2024	Bank of New York Mellon Corp	3,117,081	$20.60M	0.0%	+16.6%	0.295%
7/25/2024	Raymond James Trust N.A.	14,405	$95K	0.0%	N/A	0.001%
7/25/2024	Tempus Wealth Planning LLC	15,786	$104K	0.0%	N/A	0.001%
7/25/2024	Fullcircle Wealth LLC	14,034	$100K	0.0%	N/A	0.001%
7/25/2024	Lakeshore Financial Planning Inc.	87,813	$580K	0.3%	+5.4%	0.008%
7/23/2024	Xcel Wealth Management LLC	68,020	$450K	0.1%	+13.8%	0.006%
7/22/2024	Atria Wealth Solutions Inc.	467,009	$3.09M	0.0%	+8.3%	0.044%
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7/22/2024	Hobbs Group Advisors LLC	61,000	$403K	0.2%	N/A	0.006%
7/22/2024	Wealthspan Partners LLC	11,116	$73K	0.0%	N/A	0.001%
7/22/2024	Pallas Capital Advisors LLC	28,020	$185K	0.0%	N/A	0.003%
7/20/2024	Kavar Capital Partners Group LLC	15,000	$99K	0.0%	N/A	0.001%
7/20/2024	Means Investment CO. Inc.	54,650	$361K	0.0%	-5.3%	0.005%
7/20/2024	Nisa Investment Advisors LLC	144,700	$956K	0.0%	-34.1%	0.014%
7/19/2024	Clay Northam Wealth Management LLC	15,336	$101K	0.1%	+33.6%	0.001%
7/19/2024	Marshall Financial Group LLC	19,806	$131K	0.0%	+62.0%	0.002%
7/19/2024	Raymond James & Associates	520,301	$3.44M	0.0%	+28.6%	0.049%
7/19/2024	Calton & Associates Inc.	30,350	$201K	0.1%	+11.0%	0.003%

(Data available from 1/1/2016 forward)

SOFI Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of SOFI shares?: During the previous two years, 509 institutional investors and hedge funds held shares of SoFi Technologies. The most heavily invested institutionals were Vanguard Group Inc. ($604.63M), Geode Capital Management LLC ($107.40M), ARK Investment Management LLC ($96.08M), Dimensional Fund Advisors LP ($86.48M), Nikko Asset Management Americas Inc. ($78.49M), Sumitomo Mitsui Trust Holdings Inc. ($75.74M), and Norges Bank ($71.35M).Learn more on SOFI's institutional investors.
What percentage of SoFi Technologies stock is owned by institutional investors?: 38.43% of SoFi Technologies stock is owned by institutional investors. Learn more on SOFI's institutional investor holdings.
Which institutional investors have been buying SoFi Technologies stock?: Of the 452 institutional investors that purchased SoFi Technologies stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Dimensional Fund Advisors LP ($13.36M), Sumitomo Mitsui Trust Holdings Inc. ($11.46M), Nikko Asset Management Americas Inc. ($9.63M), Vanguard Group Inc. ($8.99M), Quadrature Capital Ltd ($7.60M), Norges Bank ($7.17M), and Marshall Wace LLP ($6.61M).

How much institutional buying is happening at SoFi Technologies?: Institutional investors have bought a total of 143,542,817 shares in the last 24 months. This purchase volume represents approximately $1.07B in transactions.
Which SoFi Technologies major shareholders have been selling company stock?: Of the 207 institutional investors that sold SoFi Technologies stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Coatue Management LLC ($6.26M), SG Americas Securities LLC ($2.24M), ARK Investment Management LLC ($1.69M), DCM International VI Ltd. ($1.67M), Credit Suisse AG ($1.57M), Mizuho Markets Americas LLC ($1.46M), and Parkside Investments LLC ($1.28M).
How much institutional selling is happening at SoFi Technologies?: Institutional investors have sold a total of 31,290,796 shares in the last 24 months. This volume of shares sold represents approximately $197.15M in transactions.